港股异动 | 中创新航(03931)涨超6% 上半年净利同比增超八成海外储能业务迎来突破

智通财经

Aug 29, 2025

智通财经APP获悉，中创新航(03931)涨超6%，截至发稿，涨6.72%，报22.88港元，成交额9597.11万港元。

消息面上，中创新航近日发布2025年上半年业绩。交银国际指出，1H25中创新航收入同比+31.7%至164.2亿元(人民币，下同)，其中动力电池同比+9.7%至106.6亿元，储能电池收入同比大幅+109.7%至57.6亿元。随着出货量提升，规模效应下期内毛利率达17.5%，同/环比+1.9ppts/1.4ppts。期内净利润同比+80.4%至7.5亿元，净利率同/环比+1.3ppts/+1.8ppts至4.6%。

该行续指，1H25公司动力电池装车量21.8GWh，同比+22.7%，其中商用车领域成为潜力增长极。据中国动力电池联盟数据，上半年中创新航商用车电池累计交付量超过3.7GWh(1H24：0.9GWh)，市占率同比升2.8ppts至6.7%。同时新车型配套高速增长，期内实现新车公告230款以上，同比增长33%。

储能业务方面，自2H24来，公司陆续获储能订单，从而在1H25实现出货量大幅增长，并成功配套拉美和南非电站项目。据InfoLink数据，1H25年全球储能市场电芯累计出货240.2GWh，同比+106.1%，并预计全年出货460.0GWh，随着海外电站业务布局实现突破，公司全年储能电芯出货有望维持强劲增速。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2563393094"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2563393094\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2563393094?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-08-29 10:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2563393094","market":"us","top_or_hot":-1,"title":"港股异动 | 中创新航(03931)涨超6% 上半年净利同比增超八成 海外储能业务迎来突破","media":"智通财经","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/03931\">中创新航</a>(03931)涨超6%，截至发稿，涨6.72%，报22.88港元，成交额9597.11万港元。</p><p>消息面上，中创新航近日发布2025年上半年业绩。<a href=\"https://laohu8.com/S/03329\">交银国际</a>指出，1H25中创新航收入同比+31.7%至164.2亿元(人民币，下同)，其中动力电池同比+9.7%至106.6亿元，储能电池收入同比大幅+109.7%至57.6亿元。随着出货量提升，规模效应下期内毛利率达17.5%，同/环比+1.9ppts/1.4ppts。期内净利润同比+80.4%至7.5亿元，净利率同/环比+1.3ppts/+1.8ppts至4.6%。</p><p>该行续指，1H25公司动力电池装车量21.8GWh，同比+22.7%，其中商用车领域成为潜力增长极。据<a href=\"https://laohu8.com/S/600482\">中国动力</a>电池联盟数据，上半年中创新航商用车电池累计交付量超过3.7GWh(1H24：0.9GWh)，市占率同比升2.8ppts至6.7%。同时新车型配套高速增长，期内实现新车公告230款以上，同比增长33%。</p><p>储能业务方面，自2H24来，公司陆续获储能订单，从而在1H25实现出货量大幅增长，并成功配套拉美和南非电站项目。据InfoLink数据，1H25年全球储能市场电芯累计出货240.2GWh，同比+106.1%，并预计全年出货460.0GWh，随着海外电站业务布局实现突破，公司全年储能电芯出货有望维持强劲增速。</p></body></html>","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 中创新航(03931)涨超6% 上半年净利同比增超八成 海外储能业务迎来突破</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 中创新航(03931)涨超6% 上半年净利同比增超八成 海外储能业务迎来突破\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-29 10:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1338241.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中创新航(03931)涨超6%，截至发稿，涨6.72%，报22.88港元，成交额9597.11万港元。消息面上，中创新航近日发布2025年上半年业绩。交银国际指出，1H25中创新航收入同比+31.7%至164.2亿元(人民币，下同)，其中动力电池同比+9.7%至106.6亿元，储能电池收入同比大幅+109.7%至57.6亿元。随着出货量提升，规模效应下期内毛利率达17.5%，同...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1338241.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1144","symbol_name":"机动车零配件与设备","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1338241.html","article_id":"2563393094","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2563393094","pubTimestamp":1756434864,"columns":[{"name":"Data Report","id":30,"label_key":"dataReport"}],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，中创新航涨超6%，截至发稿，涨6.72%，报22.88港元，成交额9597.11万港元。消息面上，中创新航近日发布2025年上半年业绩。据中国动力电池联盟数据，上半年中创新航商用车电池累计交付量超过3.7GWh，市占率同比升2.8ppts至6.7%。同时新车型配套高速增长，期内实现新车公告230款以上，同比增长33%。据InfoLink数据，1H25年全球储能市场电芯累计出货240.2GWh，同比+106.1%，并预计全年出货460.0GWh，随着海外电站业务布局实现突破，公司全年储能电芯出货有望维持强劲增速。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK1144":"机动车零配件与设备","03931":"中创新航"},"translate_title":"Changes in Hong Kong stocks | China Innovation Aviation (03931) rose more than 6%, net profit in the first half of the year increased by more than 80% year-on-year, and overseas energy storage business ushered in a breakthrough","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03931":1},"content_text":"智通财经APP获悉，中创新航(03931)涨超6%，截至发稿，涨6.72%，报22.88港元，成交额9597.11万港元。消息面上，中创新航近日发布2025年上半年业绩。交银国际指出，1H25中创新航收入同比+31.7%至164.2亿元(人民币，下同)，其中动力电池同比+9.7%至106.6亿元，储能电池收入同比大幅+109.7%至57.6亿元。随着出货量提升，规模效应下期内毛利率达17.5%，同/环比+1.9ppts/1.4ppts。期内净利润同比+80.4%至7.5亿元，净利率同/环比+1.3ppts/+1.8ppts至4.6%。该行续指，1H25公司动力电池装车量21.8GWh，同比+22.7%，其中商用车领域成为潜力增长极。据中国动力电池联盟数据，上半年中创新航商用车电池累计交付量超过3.7GWh(1H24：0.9GWh)，市占率同比升2.8ppts至6.7%。同时新车型配套高速增长，期内实现新车公告230款以上，同比增长33%。储能业务方面，自2H24来，公司陆续获储能订单，从而在1H25实现出货量大幅增长，并成功配套拉美和南非电站项目。据InfoLink数据，1H25年全球储能市场电芯累计出货240.2GWh，同比+106.1%，并预计全年出货460.0GWh，随着海外电站业务布局实现突破，公司全年储能电芯出货有望维持强劲增速。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}